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Technology Stocks : USinternetworking , USIX -- Ignore unavailable to you. Want to Upgrade?

To: sailboat54 who wrote (457)	8/10/2000 5:20:14 PM
From: Sun Tzu	Read Replies (3) \| Respond to of 605

So long as we are discussing the points of that article, I am mostly in agreement with it, but that still does not mean USIX is not a concept stock. There is no question that ASP business is a very lucrative business and will earn a lot of money in the future. But that does not mean that it is USIX that will be making that money. The best product does not necessarily win. So Oracle may yet prove to be a formidable opponent, despite what that article suggests. Furthermore, once the ASP business takes shape and a clearer image emerges, the sheer amount of money to be made in this business will attract the largest companies. Oracle is just the first, IBM, Microsoft, Andersen Consulting and who know what will try to jump into the fray. I am not saying you should abandon this company. I happen to like them very much. But you should realize that concept stock move on the whims of the market sentiment more than their business developments. BTW, according to Yahoo's, this company has a hefty debt-to-equity ratio. Does anyone care to comment about that? ST